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Why Copper at Record Highs Is a Signal Worth Reading
Copper just hit its highest price ever, and while that sounds like a commodity story, it's really a market signal. In this episode, Lucas and Luna break down what record copper prices are telling us about global growth, inflation, and the equity market. They dig into the supply-demand squeeze behind the rally, why copper is often called 'Dr. Copper' for its predictive power, and how this metal's move connects to real GDP growth slowing to 1.5 percent. They also weigh whether it's time to reconsider your portfolio's exposure to cyclical sectors. If you've…
The skinny
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